Interact to see
Advertisement
Advertisement
SEEHX vs VTSMX
SEEHX vs VTSMX Comparison
Open Charts SEEHX vs VTSMX
Steward Values Enhanced Lg Cap R6
Price$29.60
Change-$0.21 (-0.70%)
VolumeN/A
Net Assets298.65M
Vanguard Total Stock Mkt Idx I
Price$154.44
Change+$0.65 (+0.42%)
VolumeN/A
Net Assets1.91T
SEEHX vs VTSMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
SEEHX vs. VTSMX commentary
Sep 04, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is SEEHX is a Buy and VTSMX is a Buy.
FUNDAMENTALS
Fundamentals
VTSMX has more cash in the bank: 1.91T vs. SEEHX (299M). VTSMX pays higher dividends than SEEHX: VTSMX (1.07) vs SEEHX (0.93). SEEHX was incepted earlier than VTSMX: SEEHX (8 years) vs VTSMX (33 years). SEEHX (0.51) is less costly to investors than VTSMX (0.14). SEEHX is a more actively managed with annual turnover of: 29.00 vs. VTSMX (2.00). SEEHX has a lower initial minimum investment than VTSMX: SEEHX (0) vs VTSMX (3000). VTSMX annual gain was more profitable for investors over the last year : 16.15 vs. SEEHX (5.52). VTSMX return over 5 years is better than : 82.91 vs. SEEHX (-26.54).
| SEEHX | VTSMX | SEEHX / VTSMX | |
| Total Expense Ratio | 0.51 | 0.14 | 364% |
| Annual Report Gross Expense Ratio | 0.51 | 0.14 | 364% |
| Fund Existence | 8 years | 33 years | - |
| Gain YTD | 10.818 | 9.117 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 299M | 1.91T | 0% |
| Annual Yield % from dividends | 0.93 | 1.07 | 87% |
| Returns for 1 year | 5.52 | 16.15 | 34% |
| Returns for 3 years | -8.12 | 61.10 | -13% |
| Returns for 5 years | -26.54 | 82.91 | -32% |
| Returns for 10 years | N/A | 228.51 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement